Job Costing - Project Management Roles

Pgm: PMROLEFM – Project Management Roles; standard Treeview path: Job Costing > Setup > Local Tables > Project Management Roles

This screen is used to maintain the project management roles used in the system. PM roles are used in various modules, such as Project Management (key players team), Opportunity Management (OM team), and Resource Planning (standard scheduler and project manager PM roles are used).

The following table provides details about the Project Management role fields:

Field	Description
Code	Identifying code for Project Management role.
Name	Project Management role’s name.
Key Player – Checkbox	If checked, this role will be added to the list of roles on the Key Players tab of projects, and to the list on the Team tab of opportunities.
Sort Order	This specifies the order that the role is to appear in lists.

The following table list the standard roles used throughout the system:

Standard PM Role	Description
SCHEDULER	Standard resource scheduler role, used to identify employees that are resource schedulers by the Opportunity Management, Project Management, and Resource Planning modules.
MNGR	Standard project manager role, used to identify employees that are project managers in modules such as Opportunity Management, Project Management, and Resource Planning.